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The Planners Financial Services, Inc.

 (515) 224-0149  tkocurek@plannersgroup.com
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The Planners Financial Services, Inc.

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Achieving Success By

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn about what we do and our approach to help you achieve your goals!

Creating A Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn about what we do and our approach to help you achieve your goals!

 

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Our Services

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Insurance

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Saving For College

As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on. For people starting a college savings plan today, questions arise as to the best way to save.

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Graham Jepsen

Financial Advisor

Graham Jepsen is an Investment Advisor Representative for Cetera Advisor Networks LLC. Graham graduated from Luther College in Decorah, Iowa in...

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Terri

Executive Assistant

Terri joined our team in the October of 2015 as an Administrative Assistant, providing support for both Graham Jepsen and David McNamara. ...

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Kristie

Executive Assistant

Kristie joined our team in December 2019 as an Executive Assistant. With 17 years of experience in the service industry, she has learned how to...

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Jan Cervetti-Duffy

Jan has been with The Planners Group for 22 years, joining our team in April of 1997.    She supports our entire team and clients as our...

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Contact info

  •   1012 Grand Avenue , West Des Moines, Iowa 50265-3501
  •   (515) 224-0149
  •   tkocurek@plannersgroup.com

Securities offered through Cetera Advisor Networks LLC. Member FINRA / SIPC. Some advisory services offered through The Planners Professional Services, Inc., and some offered through Summit Financial Group, Inc., registered investment advisors. Summit and Cetera are affiliated and under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only.  Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.  Not all of the products and services referenced on this site may be available in every state and through every representative listed.  For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com

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